| Halbert Hargrove Global Advisors, LLC | 1 | $20 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 7 | $137 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $137 | 0.00% | +7 | New |
| Wiser Advisor Group LLC | 9 | $176 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $176 | 0.00% | +9 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $183 | 0.00% | +9 | New |
| Rossby Financial, LCC | 10 | $186 | 0.00% | +10 | New |
| Chesapeake Asset Management LLC | 10 | $195 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $253 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 14 | $273 | 0.00% | +14 | New |
| Clark Wealth Partners | 15 | $293 | 0.00% | −51−77.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16 | $312 | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 19 | $372 | 0.00% | +19 | New |
| Osterweis Capital Management Inc | 20 | $391 | 0.00% | +20 | New |
| Garde Capital, Inc. | 20 | $391 | 0.00% | +20 | New |
| WestEnd Advisors, LLC | 22 | $430 | 0.00% | +16+266.7% | Added |
| NVWM, LLC | 25 | $488 | 0.00% | +5+25.0% | Added |
| Rialto Wealth Management, LLC | 26 | $508 | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 27 | $527 | 0.00% | +27 | New |
| Clear Investment Research, LLC | 32 | $625 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 33 | $646 | 0.04% | −5−13.2% | Reduced |
| Sachetta, LLC | 40 | $782 | 0.00% | −200−83.3% | Reduced |
| Ball & Co Wealth Management Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 56 | $1.10K | 0.00% | +27+93.1% | Added |
| HM Payson & Co | 57 | $1.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 58 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 65 | $1.27K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $1.29K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 70 | $1.37K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $1.62K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $1.73K | 0.00% | −100−50.0% | Reduced |
| Tower Trust & Investment Co | 100 | $1.83K | 0.00% | +100 | New |
| Provenance Wealth Advisors, LLC | 95 | $1.85K | 0.00% | −100−51.3% | Reduced |
| Finley Financial, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 97 | $1.89K | 0.00% | +20+26.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 100 | $1.95K | 0.00% | +10+11.1% | Added |
| Robinswood Financial LLC | 100 | $1.95K | 0.00% | −192−65.8% | Reduced |
| Gen-Wealth Partners Inc | 100 | $1.95K | 0.00% | −100−50.0% | Reduced |
| First Financial Corp | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $1.95K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 100 | $1.95K | 0.00% | +100 | New |
| Sofos Investments, Inc. | 100 | $1.95K | 0.00% | +100 | New |
| DAGCO, Inc. | 100 | $1.95K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 100 | $1.95K | 0.00% | +100 | New |
| Global Wealth Strategies & Associates | 100 | $1.95K | 0.00% | +100 | New |
| Legacy Wealth Managment, LLC | 100 | $1.95K | 0.00% | +100 | New |
| Graney & King, LLC | 100 | $1.95K | 0.00% | +100 | New |
| Nova Wealth Management, Inc. | 100 | $1.95K | 0.00% | +100 | New |
| Cheviot Value Management, LLC | 100 | $1.96K | 0.00% | +100 | New |
| Gordian Capital Singapore Pte Ltd | 101 | $1.97K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 101 | $1.97K | 0.00% | +51+102.0% | Added |
| Arvest Investments, Inc. | 102 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 83 | $2.00K | 0.00% | +11+15.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 103 | $2.01K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 108 | $2.11K | 0.00% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 110 | $2.15K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 110 | $2.15K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 113 | $2.21K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 113 | $2.21K | 0.00% | +113 | New |
| Park Place Capital Corp | 114 | $2.23K | 0.00% | +114 | New |
| Hartford Financial Management Inc. | 114 | $2.23K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 116 | $2.27K | 0.00% | −10−7.9% | Reduced |